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Cullen Miles Pope

Advisor at Ameriprise — Eddyville, KY

Updated today

Credentials

Series 66

Experience

10 years

Location

Eddyville, KY 42038

Ameriprise logo

Ameriprise

Institution

Total advisors

13,122

Across 4,275 offices

Clients per advisor

108 High

Avg AUM per client

$471,167 Typical

HNW client ratio

13% Typical

About

Cullen Pope is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and has worked at several firms including Robert Baird & Co., Jjb Hilliard Wl Lyons LLC, and LPL Financial. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports through a centralized consulting team. As a large institutional firm, Ameriprise provides a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Client services

Based on Ameriprise

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Asset allocation services

Expertise

Based on Ameriprise

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies

Demographic focus

Based on Ameriprise

Approaching retirement

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Fee options

Percentage

$0 - $999,999: 0.15% $1,000,000 - $1,999,999: 0.12% $2,000,000 - $3,999,999: 0.09% $4,000,000+: 0.07%

Other

Account minimum: $1,000,000 in net investable assets and at least $500,000 in Ameriprise Financial Managed Account assets held at Ameriprise Financial Services and included in your Retirement Portfolio.

Location

See office

Eddyville, KY

28 Commerce St Ste 101

Eddyville KY 42038

Advisors at this office

1

Most active in

Kentucky

Work history

10 years of industry experience

Ameriprise

2025 - Present • 1 year

Eddyville, KY

Farmers Bank and Trust Co

2023 - Present • 3 years

Princeton, KY

Midwestern Securities Trading Company LLC

2023 - 2025 • 2 years

East Peoria, IL

LPL Financial

2022 - 2023 • 1 year

Paducah, KY

Keystone Financial Group, LLC

2022 - 2023 • 1 year

Paducah, KY

Robert Baird & Co.

2019 - 2022 • 3 years

Paducah, KY

Jjb Hilliard Wl Lyons Llc

2015 - 2022 • 7 years

Paducah, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kelly B

Series 63, Series 65

Gilbertsville, KY

Raymond James Financial

Kelly Berry is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 credentials and over 26 years of industry experience. Kelly has been with Raymond James Financial Services since 2000 and also works with Iroquois Federal and Iroquois Insurance in roles related to banking and insurance. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, pension plans, corporations, and charitable organizations. The firm utilizes fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and investment consulting to client goals.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive

Klent S

CFP®, Series 66

Princeton, KY

Edward Jones

Klent Starks is a CFP® and holds a Series 66 license, with 11 years of industry experience. He has been with Edward Jones since 2016. Outside of his advisory role, he is a 50% owner of a rental property inherited jointly with his brother. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a variety of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Retirement income strategy General retirement planning Retirement withdrawal strategies Wealth management Retired Founder/Business Owner Executive
user avatar

Jason B

Series 66

Salem, KY

LPL Financial

Jason Berry is a Series 66-licensed financial advisor with LPL Financial in Salem, KY, and has 11 years of industry experience. He previously worked at Edward Jones for six years before joining LPL Financial in 2020. Outside of his advisory role, he is a co-owner of a family cattle farm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and various financial and credit services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive

Benjamin K

Series 66

Princeton, KY

Edward Jones

Benjamin Knight is a financial advisor with Edward Jones in Princeton, KY, holding a Series 66 designation and three years of industry experience. Prior to joining Edward Jones, he was affiliated with Berry College and worked at Barrington Hills Country Club and the Rome Tennis Center. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 advisors and 15,000 branch offices.

Retirement income strategy Wealth management Charitable giving & philanthropy Retired Founder/Business Owner Executive
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Jeffrey T

Series 63, Series 66

Benton, KY

Edward Jones

Jeffrey Thompson is a financial advisor at Edward Jones with 22 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
user avatar

Jonathan K

CFP®, ChFC®, Series 63

Calvert City, KY

Edward Jones

Jonathan King is a financial advisor with Edward Jones in Calvert City, KY, holding CFP® and ChFC® designations and possessing 22 years of industry experience. He has been with Edward Jones since 2009. King serves as a board member of the Kentucky Financial Institutions Board, attending an annual meeting to discuss the state of financial institutions in Kentucky. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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